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Visa
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Overview Fund Activity

3,414 hedge funds and large institutions have $350B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,374 increasing their positions, 1,484 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+25
Holders Change %
+0.74%
% of All Funds
54.64%
Holding in Top 10
549
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+7.86%
% of All Funds
8.79%
New
207
Increased
1,374
Reduced
1,484
Closed
113
Calls
$4.2B
Puts
$3.27B
Net Calls
+$935M
Net Calls Change
-$585M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$961M
2
Capital World Investors
Capital World Investors
California
+$658M
3
State Street
State Street
Massachusetts
+$580M
4
LP
Longview Partners
Guernsey
+$573M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$432M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$2.13B
2
CSA
Cottage Street Advisors
Massachusetts
-$707M
3
Amundi
Amundi
France
-$424M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$316M
5
Sands Capital Management
Sands Capital Management
Virginia
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCYC
701
Richard C. Young & Co
Rhode Island
$19.2M -$187K -829 -1%
PC
702
Port Capital
Illinois
$19.2M -$227K -1,006 -1%
KPWS
703
Kestra Private Wealth Services
Texas
$19.2M +$1.16M +5,150 +6%
TTWM
704
TCV Trust & Wealth Management
Virginia
$19.1M -$295K -1,309 -2%
1CP
705
11 Capital Partners
Connecticut
$19.1M -$1.22M -5,421 -6%
Alyeska Investment Group
706
Alyeska Investment Group
Illinois
$19M +$19M +84,091 New
TI
707
Tidal Investments
Wisconsin
$18.9M +$625K +2,771 +3%
UI
708
Untitled Investments
New York
$18.8M – – –
DT
709
Diversified Trust
Tennessee
$18.8M +$878K +3,893 +5%
CG
710
Colony Group
Massachusetts
$18.8M -$3.55M -15,741 -16%
SCM
711
Sandler Capital Management
New York
$18.8M -$7.42M -32,894 -28%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$18.7M +$1.36M +6,012 +8%
VVP
713
Venture Visionary Partners
Ohio
$18.7M -$263K -1,168 -1%
MGM
714
Manchester Global Management
United Kingdom
$18.6M -$180K -800 -1%
BCV
715
Banque Cantonale Vaudoise
Switzerland
$18.5M +$484K +2,146 +3%
AAS
716
Annex Advisory Services
Wisconsin
$18.3M +$567K +2,513 +3%
BCP
717
Blue Chip Partners
Michigan
$18.3M +$165K +731 +0.9%
VW
718
Vantage Wealth
California
$18.2M -$462K -2,050 -2%
VI
719
Vestcor Inc
New Brunswick, Canada
$18.2M -$1.4M -6,189 -7%
BVDMP
720
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$18M – – –
HCMT
721
Highland Capital Management (Tennessee)
Tennessee
$17.9M -$664K -2,947 -4%
H
722
HoyleCohen
California
$17.9M -$579K -2,570 -3%
SC
723
SouthState Corp
Florida
$17.8M -$338K -1,497 -2%
CWM
724
Calamos Wealth Management
Illinois
$17.8M -$492K -2,184 -3%
CCG
725
Cypress Capital Group
Florida
$17.8M -$412K -1,827 -2%
27 28
29
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